Self-ordering¶
The self-ordering mode allows customers to browse the menu or product catalog, place an order, and complete payment using their mobile device or a self-ordering kiosk.
Configuration¶
To enable the self-ordering mode, access the POS settings, scroll down to the Mobile self-order & Kiosk section, and, in the QR menu & Kiosk activation section, select a Self Ordering type from the dropdown list.
You can choose between QR menu, QR menu + Ordering, and Kiosk.
Select QR menu or QR menu + Ordering to give customers access to the menu or product catalog by scanning a QR code on their personal device. The latter also allows them to place an order and make a payment. Then:
Click Print QR Codes to download a .pdf document with the generated QR codes.
Click Download QR Codes to download a compressed file with the generated QR codes.
Click Free Metal / Wood Stands to order QR code stands from Odoo.
Note
In restaurants, printing or downloading QR codes generates as many QR codes as the number of available tables. In shops, it generates only one generic QR code.
To customize QR codes, scan the relevant QR code to acquire its URL, then use a QR code generator (e.g., QR code monkey, QR code generator, or JustMakeTheQRCode.com) to create a custom QR code.
Select Kiosk to let customers browse the menu or product catalog, place orders, and pay directly at a self-ordering kiosk.
Once a self-ordering type is selected, click Preview Web interface under the Self Ordering field to ensure all additional settings are correctly applied.
Additional settings¶
To further configure the self-ordering options, use the settings in the Mobile self-order & Kiosk section.
The Home buttons are displayed on the kiosk or mobile device interfaces when customers are self-ordering. To set them up, click Home buttons. Then,
Click New to add a new button.
Set the Label.
Enter a URL preceded by
https://to redirect customers to a specific URL when clicking the button. For instance, you might want to redirect them to a campaign video for a new product or to a contest page.In the same URL column, enter
/productsto create a button that redirects customers to the product catalog.Select the Points of Sale to ensure this button only appears on the selected POS’s self-ordering interface.
Select a predefined Style from the dropdown menu.
Note
Leaving the Points of Sale field empty shares the button with all POS.
The Preview column automatically updates to show the button’s appearance for the selected Style.
In the Service at field, specify where the service takes place by selecting Table or Pickup zone. Then, in the Pay after field, define when customers pay. Depending on the self-ordering type, service location, and POS type, customers can pay after their Meal or after Each order and choose from different payment options.
Note
Service zones can also be defined for presets used for self-ordering.
Restaurants: Customers can be served at their Table or at the Pickup zone.
For Table service, they can pay after their Meal or after Each order.
For Pickup zone service, they can only pay after Each order.
Shops: Customers can only be served at the Pickup zone and pay after Each order.
Customers can pay online or using any configured payment method. If the Online Payment field is left empty, customers pay at the cashier.
Note
Regardless of the self-ordering configuration, only one Online Payment method can be added.
Tip
Click Payment Methods to create or edit payment methods.
See also
This option allows for using an IoT Box connected to a touchscreen as a self-ordering kiosk.
Connect an IoT Box to your Odoo database.
Ensure a touchscreen display is connected.
Select the IoT Box from the Launch on field.
Note
Once connected to the IoT box, the touchscreen display appears as two separate devices in the IoT box’s list of devices: a display and a keyboard input device.
Enable multiple languages for the self-ordering interface. The suggested languages are those already installed in Odoo. When several languages are installed, select a Default language and, if desired, additional Available languages. To add more languages, follow these steps:
Click Add Languages.
Add as many languages as needed to the Languages field.
Click Add.
Add those languages to the Available field.
See also
Splash screens are introductory screens displayed when the self-ordering interface or kiosk is launched. They typically contain branding, welcome messages, or usage instructions.
To add a splash screen image, click Add Media, select and open an image.
To remove a splash screen image, hover over the image and click (Delete).
Note
You can add multiple splash screen images at once.
Add a custom image to the self-ordering interface to match your business’s style. To do so, go to the Background section and click Set background image.
If necessary, click the default Color to change it and define a color scheme for buttons and backgrounds.
Tip
Use presets in self-ordering mode to define fiscal positions to adjust the tax rate based on whether customers dine in or take their order to go.
Using the self-ordering mode¶
Once the self-ordering mode configuration is completed, make it accessible to customers by either displaying printed QR codes or installing a self-service kiosk.
Important
The POS register must be open for customers to place an order.
On the POS user’s end, access the self-ordering interface by
Scanning a downloaded or printed QR code; or
Clicking the Mobile Menu button on the POS card.
On the customers’ end,
Access the self-ordering interface by scanning a downloaded or printed QR code.
Click the home button to reach the menu or catalog.
Select the items, then click Order to place an order.
Follow the instructions on-screen to assign a table and pay for the order.
Tip
On the Your Order page, customers can click the icon next to
Add an order note to enter additional information or special requests, such as
Burger without onions, please, and click Apply. These notes are then
displayed on the preparation display.
On the POS user’s end, click the Start Kiosk button on the POS card.
Note
If an IoT Box is configured as a kiosk, the self-ordering interface opens directly on the connected touchscreen. Otherwise, it opens in a new browser tab on the device used to access it.
Once the register is open, Start Kiosk switches to Open Kiosk on the POS card.
Click Open Kiosk on the POS card to reopen the self-ordering interface in a new tab or to refresh the kiosk’s IoT Box touchscreen display if it is already running.
Configure presets to streamline the ordering process.
On the customers’ end,
Click the home button from a self-ordering kiosk to open the menu or product catalog.
Select the items, then click Order to place an order.
Follow the instructions on-screen to assign a table, if relevant, and pay for the order.
Note
Once an order is placed, it is automatically sent to the preparation screen and added to the list of POS orders.
